CWA
Core Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $988K | Sell |
4,579
-29
| -0.6% | -$6.26K | 0.28% | 35 |
|
|
2025
Q1 | $919K | Sell |
4,608
-66
| -1% | -$13.2K | 0.29% | 32 |
|
|
2024
Q4 | $1.03M | Buy |
4,674
+36
| +0.8% | +$7.95K | 0.34% | 28 |
|
|
2024
Q3 | $1.02M | Sell |
4,638
-55
| -1% | -$12.1K | 0.33% | 27 |
|
|
2024
Q2 | $952K | Buy |
4,693
+45
| +1% | +$9.13K | 0.33% | 29 |
|
|
2024
Q1 | $977K | Sell |
4,648
-882
| -16% | -$185K | 0.33% | 27 |
|
|
2023
Q4 | $1.11M | Buy |
5,530
+15
| +0.3% | +$3.01K | 0.41% | 24 |
|
|
2023
Q3 | $975K | Hold |
5,515
| – | – | 0.4% | 25 |
|
|
2023
Q2 | $1.03M | Hold |
5,515
| – | – | 0.41% | 24 |
|
|
2023
Q1 | $984K | Sell |
5,515
-961
| -15% | -$171K | 0.39% | 25 |
|
|
2022
Q4 | $1.13M | Buy |
6,476
+841
| +15% | +$147K | 0.49% | 20 |
|
|
2022
Q3 | $929K | Hold |
5,635
| – | – | 0.54% | 19 |
|
|
2022
Q2 | $954K | Buy |
5,635
+97
| +2% | +$16.4K | 0.59% | 21 |
|
|
2022
Q1 | $1.14M | Sell |
5,538
-12
| -0.2% | -$2.46K | 0.64% | 19 |
|
|
2021
Q4 | $1.24M | Hold |
5,550
| – | – | 0.74% | 12 |
|
|
2021
Q3 | $1.21M | Buy |
5,550
+10
| +0.2% | +$2.19K | 0.81% | 12 |
|
|
2021
Q2 | $1.27M | Sell |
5,540
-794
| -13% | -$182K | 0.85% | 14 |
|
|
2021
Q1 | $1.4M | Sell |
6,334
-411
| -6% | -$90.8K | 1.23% | 11 |
|
|
2020
Q4 | $1.32M | Sell |
6,745
-586
| -8% | -$115K | 1.18% | 13 |
|
|
2020
Q3 | $1.1M | Sell |
7,331
-318
| -4% | -$47.6K | 1.03% | 14 |
|
|
2020
Q2 | $1.1M | Sell |
7,649
-10,346
| -57% | -$1.48M | 0.96% | 19 |
|
|
2020
Q1 | $2.06M | Sell |
17,995
-108
| -0.6% | -$12.4K | 1.57% | 17 |
|
|
2019
Q4 | $3M | Buy |
+18,103
| New | +$3M | 1.72% | 20 |
|